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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,498 | $43,496-46.0% | $161,489-85.4% | $64,340-63.5% |
| Participation rate | 52.3% | 53.5%-1.2pp | 78.7%-26.4pp | 55.2%-2.9pp |
| Annual return | 10.96% | 20.76%-9.8pp | 89.72%-78.8pp | 24.14%-13.2pp |
| Employer contribution / active EE | $167 | $1,431-88.3% | $4,268-96.1% | $1,862-91.0% |
| Participant deferral / active EE | $1,292 | $1,996-35.2% | $5,630-77.0% | $2,980-56.6% |
| Admin fee / account holder | $6,510 | $2,330+179.3% | $16,006-59.3% | $3,703+75.8% |